Krilogy Financial manages investment portfolios and provides personalized financial planning and wealth management services for individuals, families, business owners, and institutions. Krilogy Financial offers services including retirement planning, tax strategies, estate planning coordination, education funding, and investment management through discretionary and non-discretionary accounts. Krilogy Financial also provides corporate retirement plan consulting and sub-advisory services to other registered investment advisors. Clients can choose from various investment strategies, including proprietary model portfolios, custom fixed-income bond ladders, and access to private alternative investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.